SPDR SER TR's ticker is SPSM and the CUSIP is 78468R853. A total of 19 filers reported holding SPDR SER TR in Q1 2016. The put-call ratio across all filers is - and the average weighting 0.0%.
Quarter-by-quarter ownership
| Value | Shares | Weighting | ||||
|---|---|---|---|---|---|---|
| Q3 2017 | $2,468,000 | +4.8% | 28,197 | -0.2% | 0.02% | 0.0% |
| Q2 2017 | $2,354,000 | +2.7% | 28,266 | +0.6% | 0.02% | 0.0% |
| Q1 2017 | $2,292,000 | -0.1% | 28,107 | -2.4% | 0.02% | -11.8% |
| Q4 2016 | $2,294,000 | +7.0% | 28,809 | -0.7% | 0.02% | 0.0% |
| Q3 2016 | $2,144,000 | +9.9% | 29,018 | +0.0% | 0.02% | +6.2% |
| Q2 2016 | $1,950,000 | +3.6% | 29,017 | +0.8% | 0.02% | -5.9% |
| Q1 2016 | $1,882,000 | +2.1% | 28,774 | +5.2% | 0.02% | 0.0% |
| Q4 2015 | $1,844,000 | +21.7% | 27,348 | +16.7% | 0.02% | +6.2% |
| Q3 2015 | $1,515,000 | +3.8% | 23,425 | +18.7% | 0.02% | +6.7% |
| Q2 2015 | $1,460,000 | +38.7% | 19,734 | +39.0% | 0.02% | +36.4% |
| Q1 2015 | $1,053,000 | +34.8% | 14,200 | +29.7% | 0.01% | +22.2% |
| Q4 2014 | $781,000 | +268.4% | 10,948 | +239.5% | 0.01% | +200.0% |
| Q3 2014 | $212,000 | – | 3,225 | – | 0.00% | – |
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Other shareholders
| Name | Shares | Value | Weighting ↓ |
|---|---|---|---|
| Leicht Financial Planning & Wealth Management, Inc. | 408,041 | $17,248,000 | 11.16% |
| WALLER FINANCIAL PLANNING GROUP, INC | 803,931 | $33,982,000 | 9.76% |
| Peterson Wealth Advisors, LLC | 458,720 | $19,390,000 | 7.89% |
| ISLAY CAPITAL MANAGEMENT, LLC | 201,551 | $8,520,000 | 7.03% |
| Annex Advisory Services, LLC | 1,638,327 | $69,252,000 | 6.67% |
| Stadion Money Management, LLC | 3,476,853 | $146,967,000 | 6.64% |
| Valmark Advisers, Inc. | 5,515,279 | $233,131,000 | 4.49% |
| McNamara Financial Services, Inc. | 410,342 | $14,690,000 | 4.48% |
| Wealthcare Advisory Partners LLC | 1,343,014 | $56,769,000 | 4.11% |
| Boston Standard Wealth Management, LLC | 271,885 | $11,438,000,000 | 3.72% |